ShowToastEvent in LWC: variants (success/warning/error/info), modes (dismissible/pester/sticky), message formatting, NOT supported in LWR Experience Cloud sites, alternatives…
Use when deploying Flow metadata across environments and worrying about activation order: which flow version becomes active, how paused interviews survive deploys, and how to…
Use when building or reviewing Apex triggers on the Opportunity object — stage-change detection, amount rollups to Account, OpportunityTeamMember sync, or OpportunitySplit…
Use when deploying Salesforce CPQ configuration between environments in a CI/CD pipeline — covers the required data record dependency order (Price Books > Products > Price Rules >…
Use when setting up, customizing, or troubleshooting the Salesforce Path component on Opportunity, Lead, Case, or custom objects.
Use when selecting the right automation layer (Flow, Apex, LWC) for a new feature, reviewing an existing design for technical debt, or troubleshooting a mismatched automation…
Public Sector Solutions (PSS) setup: licensing, permits, inspections, benefits, case management for government, citizen portals, and grant management.
Use when scheduling automated deletion of temporary records, enforcing data retention policies, running nightly cleanup jobs, reclaiming org storage, managing recycle bin, or…
Use when creating, configuring, auditing, or troubleshooting an Agentforce agent end-to-end: agent definition, agent user setup, channel assignment, system instructions,…
Use when designing or reviewing Salesforce GraphQL API usage, especially endpoint selection, field shaping, connection-based pagination, LWC wire adapters, and GraphQL vs REST…
Managing OAuth policies, IP relaxation, session security, PKCE, and credential rotation for Salesforce Connected Apps.
Use when designing, reviewing, or troubleshooting Salesforce object relationships and field type choices — lookup vs master-detail, junction object modeling, indexing strategy,…
Use when configuring reCAPTCHA on Web-to-Case, Web-to-Lead, Experience Cloud forms, or Headless Identity flows, or when designing bot-mitigation strategies for Salesforce…
Adopt sfdx-hardis for org monitoring, CI pipelines, and release automation. NOT for writing plugins to sfdx-hardis itself.
Use when selecting or comparing middleware / iPaaS tools (MuleSoft, Dell Boomi, Workato, Informatica) for Salesforce connectivity, or when determining whether a scenario requires…
Accept inbound webhooks (Stripe, GitHub, Slack, partner) and verify HMAC signatures in Apex REST. NOT for outbound webhooks.
Use when configuring Apex test execution in CI/CD pipelines, choosing test levels for deployments, parsing test results, or troubleshooting code coverage in automated builds.
Salesforce Shield as an architectural choice — Platform Encryption + Event Monitoring + Field Audit Trail as three SEPARATELY-LICENSED components, none of which ship in any…
Use when Apex must read, interpret, or deploy Custom Metadata Type configuration, or when deciding between Custom Metadata Types, Custom Settings, and Custom Labels.
Use when designing or reviewing integrations between Sales Cloud and external systems such as ERP, marketing automation, CPQ, or partner portals.
Isolate component errors so one failure does not blank an entire page using errorCallback and graceful fallbacks. NOT for server-side Apex exception design.
Use when creating or managing CRM Analytics datasets: configuring dataflows, scheduling refreshes, selecting fields, handling date types, managing row-count growth, or…
Use when designing or reviewing Flow Orchestration for long-running, multi-user, or asynchronous business processes with stages, steps, work items, and monitoring needs.
Execute Anonymous Apex: Developer Console, VS Code SFDX, `sf apex run`, variable scope, transaction semantics, governor limits, debugging output, common errors.
@TestSetup method semantics: one-time creation per test class, isolation behavior, @TestVisible, System.runAs, Test.startTest/stopTest governor reset, mixed-DML boundaries.
Use when choosing between Headless, LWR (Lightning Web Runtime), or Aura as the Experience Cloud frontend architecture: performance tradeoffs, developer cost, migration readiness,…
Use when establishing operational standards for a Salesforce Flow portfolio, including naming conventions, ownership, version discipline, retirement of stale flows, and release…
Use when designing how an Agentforce agent extracts structured input parameters (slots) from a user's natural-language utterance to invoke an action.
Use when Apex needs to check what the running user is, can see, or can do — via UserInfo, FeatureManagement, FeatureManagement.checkPermission, or…
Use when modeling, loading, or troubleshooting Salesforce product and pricebook data — covering the Product2 → Pricebook2 → PricebookEntry three-object chain, standard pricebook…
Use when designing, reviewing, or troubleshooting Salesforce Flows that must survive data loads, integrations, or high-volume record changes without hitting transaction limits.
Call Apex methods imperatively from LWC — on button click, lifecycle hooks, or conditional logic. Covers import syntax, cacheable vs non-cacheable, async/await patterns, error…
Configure and manage NPSP Enhanced Recurring Donations (ERD): enable ERD mode, define schedule objects, configure installment behavior, set status automation thresholds, and…
When and how to split an Apex class into Domain / Service / Selector layers using this repo's lightweight base classes (BaseDomain, BaseService, BaseSelector).
Configuring Salesforce lead management and conversion: lead settings, web-to-lead, conversion field mapping, lead queues, auto-response rules, lead processes.
Migrate Process Builder processes to record-triggered Flows using the native Migrate to Flow tool or manual rebuild.
Design and implement Salesforce Login Flows (Screen Flows assigned to profiles or Experience Cloud sites) that run post-authentication to enforce conditional MFA, IP-based…
Distinguish the six real reasons a Salesforce query can 'fail', and the protocol for diagnosing before declaring.
Apex switch-on-SObjectType patterns — type dispatching across SObject collections, polymorphic handlers, the typed-variable binding that makes `when SObjectType varName` more than…
Tune Flow runtime performance: pick Before-Save over After-Save, consolidate Get Records, eliminate loop-DML, cache lookups, split with Scheduled Paths, and measure actual…
Flow resource types and when to use each: Variables, Collection Variables, Constants, Formulas, Text Templates, Choices, Stages, Picklist Choice Sets, Record Choice Sets.
Use when designing a multi-system integration architecture using the three-layer API-led connectivity pattern (System, Process, Experience APIs), deciding how many layers to…
Use when configuring grant tracking in a Salesforce nonprofit org — covers both NPSP Outbound Funds Module (Opportunity-based, managed package path) and Nonprofit Cloud for…
Use when managing Connected Apps for integration purposes — configuring OAuth policies, IP restrictions, refresh token expiry, and monitoring connected app usage.
Use when choosing between OmniStudio (OmniScript / Integration Procedure / FlexCard / DataRaptor) and Flow / Screen Flow / Apex for a given capability.
Use when sequencing a deployment that spans multiple Salesforce clouds — Sales Cloud, Service Cloud, and Experience Cloud — and encountering reference errors, cascading metadata…
How LWC reactivity actually works after Spring '20 (API v48+) — every class field is reactive on reassignment, but @track is still required for in-place mutation of plain…
Picklist governance for Salesforce admins — Restricted vs Unrestricted, Global Value Sets vs local picklists, value deactivation that breaks reports, dependent picklists with…
Configure caching on DataRaptors and Integration Procedures to cut response times, with cache-bust and freshness guarantees. NOT for platform-level org cache.
Use when picklist data quality has degraded: unrestricted picklists accepting garbage API values, dependent picklist relationships bypassed by integrations, record type picklist…
Rebate Management setup: rebate types, payout calculations, accruals, partner rebates, program setup, compliance reporting.
Use when designing, building, or reviewing OmniStudio FlexCards — including data source selection, card states, actions, conditional visibility, flyout configuration, and child…
Use when OmniStudio components are degrading under high concurrent user load, when Integration Procedures are hitting governor limits at portal scale, or when designing an…
Use when designing or customizing industry-specific guided processes in Salesforce Industries clouds: insurance claims lifecycle (FNOL through closure), telecom order management…
Architectural patterns for org migration — org merge (consolidate two orgs into one), org split (separate one org into two), and coexistence (run both for a transition period with…
Use when bulk-loading or migrating Salesforce CPQ product catalog configuration data — SBQQ-namespaced objects including Product2, ProductOption, PriceRule, PriceAction,…
Usage-based pricing in Revenue Cloud: metered billing, usage records, rating, tiering, consumption schedules. NOT for CPQ flat-rate discounts (use revenue-cloud-cpq-setup).
Use when designing, reviewing, or debugging Salesforce Flows from an Admin perspective. Triggers: 'flow', 'automation', 'record-triggered flow', 'screen flow', 'scheduled flow',…
Diagnose and prevent UNABLE_TO_LOCK_ROW + parent-record contention in record-triggered, scheduled, and screen flows by mapping the implicit lock chain and applying decouple…
Cross-object DML in Flow: updating parent from child or child from parent via Get/Update Records, lookup traversal in formulas, and bulkification.